5 results found
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Global Custom Fields
We have 18 Businesses and use Customer Fields but currently have to create these in each Business and when we run any Global Portfolio reports we cannot select these fields.
This means we run a report for each Business and then have to combine them in excel
VOTE FOR THIS ONE if you use custom fields and have more than one business4 votes -
Reports - Have Filters for Custom Fields ***Vote for this if you need to report on your custom fields***
This would be handy for filtering on all custom fields but in this specific example we have a custom field set up (RGM) for our Regional General Managers names. Would be great if there could be a filter to select each of the RGM's names and save as their own unique report/create a report specific to each RGM, and then set up for auto-emailing to them directly each quarter. Currently I have to export to excel and manually filter the RGM names and create a separate report for each RGM.
3 votesHi Angela,
We think this is a great idea.
The Product Team are reviewing your suggestion. Thank you.
Regards,
Vindya
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IFRS16 Period reconciliation
There needs to be a report which reconciles total IFRS16 balance sheet amounts from one point in time (usually the start of OUR financial year) to another (usually most recent month-end), showing ALL movements on both the ROU asset and ROU liability. It must by definition include brought forward balances for leases that have expired DURING the period being reconciled.
1 vote -
Ability to remove counter column from the scheduled reports/Email Reports
When a report is scheduled to be emailed or SFTP that there is an option to not have the counter column in Column A. We have a similar setting already that removes the dash in empty cells, but we could also have a tickbox to exclude the counter column(as this is not a standard column in normal reports and is only something in scheduled/emailed reports).
1 vote -
Headings on Reports
When exporting a report it cuts of several letters / doesn't extract the full name of the report title. Would be great if it could allow more characters so we don't have to finish it off manually, then save it before emailing manually.
1 vote
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